Oakland, CA
Head of Advisor Recruiting
Tom Croxton brings over 18 years of experience in the financial services industry to his role as Head of Advisor Recruiting at Compound Planning. His primary focus is leading the recruitment strategy for elite advisors and fostering strong connections with both existing and potential advisors. Throughout his career in finance, Tom has held several pivotal positions, notably as the Managing Director of Business Development at Mariner Advisor Network and various capacities at LPL Financial, including Assistant Vice President of the High Net Worth Consulting team. His expertise spans working with the largest RIAs and independent broker-dealers ...
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Experience
Mariner Advisor Network
11 years
LPL Financial
7 years
Qualifications
San Diego State University
Bachelor of Science in Business Administration
Accredited Investment Fiduciary®
AIF®
Series 7
FINRA
Series 66
FINRA
Series 24
FINRA
Specialities
Advisor recruiting
Wealth management
Advisor consulting
High net worth
Financial services